Q4 EPS Estimates for Jacobs Solutions Lowered by KeyCorp

Key Points

• KeyCorp lowered its Q4 2026 EPS forecast for Jacobs Solutions to $2.12 from $2.14 but maintained an “Overweight” rating and a $150 price target. Analysts’ consensus rating remains “Moderate Buy,” with a $153.70 average price target.
• Jacobs reported quarterly EPS of $1.84, slightly beating estimates, while revenue rose 8.3% year over year to $2.42 billion. The company reaffirmed FY 2026 EPS guidance of $7.20–$7.30.
• The stock opened at $147.28, up 1.5%, and Jacobs declared a quarterly dividend of $0.36 per share, equivalent to a 1.0% annual yield. Institutional investors own 85.65% of the company, while company insiders recently made stock purchases.

Jacobs Solutions Inc. (NYSE:J - Free Report) - Equities research analysts at KeyCorp lowered their Q4 2026 EPS estimates for Jacobs Solutions in a report issued on Tuesday, August 4th. KeyCorp analyst S. Jain now forecasts that the company will post earnings of $2.12 per share for the quarter, down from their previous forecast of $2.14. KeyCorp has a "Overweight" rating and a $150.00 price objective on the stock. The consensus estimate for Jacobs Solutions' current full-year earnings is $7.26 per share. KeyCorp also issued estimates for Jacobs Solutions' FY2027 earnings at $8.38 EPS.

Several other analysts also recently commented on J. Weiss Ratings restated a "hold (c-)" rating on shares of Jacobs Solutions in a research report on Monday, August 3rd. Truist Financial cut their target price on Jacobs Solutions from $150.00 to $149.00 and set a "hold" rating for the company in a research report on Thursday, July 2nd. UBS Group lifted their price objective on shares of Jacobs Solutions from $156.00 to $167.00 and gave the company a "buy" rating in a research report on Monday. Wells Fargo & Company reduced their price objective on Jacobs Solutions from $137.00 to $131.00 and set an "equal weight" rating on the stock in a research note on Thursday, May 7th. Finally, Robert W. Baird dropped their price target on Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating for the company in a research report on Monday, April 13th. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $153.70.

Jacobs Solutions Stock Up 1.5%

J opened at $147.28 on Tuesday. The stock has a market capitalization of $17.39 billion, a price-to-earnings ratio of 52.23, a PEG ratio of 1.40 and a beta of 0.68. The firm has a 50 day moving average price of $129.14 and a 200-day moving average price of $129.30. Jacobs Solutions has a twelve month low of $105.68 and a twelve month high of $168.44. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 1.10.

Jacobs Solutions (NYSE:J - Get Free Report) last released its earnings results on Tuesday, August 4th. The company reported $1.84 EPS for the quarter, beating analysts' consensus estimates of $1.83 by $0.01. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.The company had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.40 billion. During the same quarter last year, the business posted $1.62 EPS. The firm's revenue for the quarter was up 8.3% compared to the same quarter last year. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS.

Jacobs Solutions Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, August 21st will be paid a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, August 21st. Jacobs Solutions's dividend payout ratio is 51.06%.

Insider Activity

In other news, Director Manuel J. Fernandez bought 253 shares of Jacobs Solutions stock in a transaction that occurred on Wednesday, May 13th. The stock was bought at an average price of $112.56 per share, for a total transaction of $28,477.68. Following the purchase, the director directly owned 12,504 shares of the company's stock, valued at approximately $1,407,450.24. The trade was a 2.07% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Robert V. Pragada acquired 3,601 shares of the firm's stock in a transaction on Friday, May 15th. The shares were acquired at an average price of $111.09 per share, with a total value of $400,035.09. Following the completion of the purchase, the chief executive officer owned 333,755 shares in the company, valued at approximately $37,076,842.95. This trade represents a 1.09% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.48% of the company's stock.

Hedge Funds Weigh In On Jacobs Solutions

A number of institutional investors and hedge funds have recently bought and sold shares of the business. BlackRock Inc. purchased a new position in shares of Jacobs Solutions during the 2nd quarter worth $1,372,610,000. State Street Corp lifted its holdings in Jacobs Solutions by 3.4% in the fourth quarter. State Street Corp now owns 7,367,828 shares of the company's stock valued at $975,942,000 after acquiring an additional 243,345 shares during the last quarter. Morgan Stanley grew its position in Jacobs Solutions by 19.5% in the fourth quarter. Morgan Stanley now owns 3,379,681 shares of the company's stock worth $447,673,000 after acquiring an additional 552,277 shares during the period. Geode Capital Management LLC increased its stake in Jacobs Solutions by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 3,219,481 shares of the company's stock worth $424,846,000 after acquiring an additional 28,076 shares during the last quarter. Finally, Ninety One UK Ltd raised its position in Jacobs Solutions by 2.8% in the fourth quarter. Ninety One UK Ltd now owns 3,156,313 shares of the company's stock valued at $418,085,000 after purchasing an additional 86,677 shares during the period. 85.65% of the stock is currently owned by institutional investors and hedge funds.

About Jacobs Solutions

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source